Ishares Tr usa min vo shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 33k | 95.14 |
| 2025-06-30 | $3.1M | 33k | 93.87 |
| 2025-03-31 | $3.2M | 34k | 93.66 |
| 2024-12-31 | $3.1M | 35k | 88.79 |
| 2024-09-30 | $64k | 704 | 91.31 |
| 2024-06-30 | $59k | 704 | 83.96 |
| 2024-03-31 | $59k | 704 | 83.58 |
| 2023-12-31 | $55k | 704 | 78.03 |
| 2023-09-30 | $54k | 744 | 72.77 |
| 2023-06-30 | $58k | 773 | 74.33 |
| 2023-03-31 | $59k | 813 | 72.74 |
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